-6.8%
AVGO vs TER
+42.7%
-49.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.8% | +4.8% | +0.1% |
| 7D | -7.5% | -19.9% | +12.4% | -1.0% |
| 30D | -10.2% | -43.5% | +33.3% | +6.5% |
| 3M | -22.0% | -37.8% | +15.8% | -11.0% |
| 6M | -21.6% | -25.6% | +4.0% | -17.1% |
| YTD | -5.4% | +29.8% | -35.3% | -26.0% |
| 1Y | -6.8% | +43.2% | -50.0% | -30.3% |
| All | -6.8% | +42.7% | -49.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling